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FTXL vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTXL vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Nasdaq Semiconductor ETF (FTXL) and Invesco DB Energy Fund (DBE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FTXL achieves a 115.70% return, which is significantly higher than DBE's 83.68% return.


FTXL

1D
2.21%
1M
30.59%
YTD
115.70%
6M
113.17%
1Y
225.15%
3Y*
61.52%
5Y*
34.63%
10Y*

DBE

1D
2.33%
1M
-5.45%
YTD
83.68%
6M
74.95%
1Y
84.41%
3Y*
23.42%
5Y*
19.66%
10Y*
12.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FTXL vs. DBE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTXL
First Trust Nasdaq Semiconductor ETF
115.70%48.94%7.59%54.41%-33.88%36.04%46.08%61.77%-14.47%32.19%
DBE
Invesco DB Energy Fund
83.68%-2.17%2.96%-12.14%33.77%57.56%-25.91%19.72%-12.95%5.21%

Correlation

The correlation between FTXL and DBE is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.19

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Sep 22, 2016

0.13

The correlation between FTXL and DBE shifts across timeframes, from -0.19 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FTXL vs. DBE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTXL
FTXL Risk / Return Rank: 9797
Overall Rank
FTXL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FTXL Sortino Ratio Rank: 9696
Sortino Ratio Rank
FTXL Omega Ratio Rank: 9696
Omega Ratio Rank
FTXL Calmar Ratio Rank: 9898
Calmar Ratio Rank
FTXL Martin Ratio Rank: 9898
Martin Ratio Rank

DBE
DBE Risk / Return Rank: 7171
Overall Rank
DBE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6363
Sortino Ratio Rank
DBE Omega Ratio Rank: 6565
Omega Ratio Rank
DBE Calmar Ratio Rank: 9191
Calmar Ratio Rank
DBE Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTXL vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Semiconductor ETF (FTXL) and Invesco DB Energy Fund (DBE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FTXLDBEDifference

Sharpe ratio

Return per unit of total volatility

6.33

2.43

+3.90

Sortino ratio

Return per unit of downside risk

5.74

2.96

+2.79

Omega ratio

Gain probability vs. loss probability

1.78

1.40

+0.38

Calmar ratio

Return relative to maximum drawdown

15.62

5.89

+9.73

Martin ratio

Return relative to average drawdown

58.28

11.53

+46.75

FTXL vs. DBE - Sharpe Ratio Comparison

The current FTXL Sharpe Ratio is 6.33, which is higher than the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of FTXL and DBE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FTXLDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

6.33

2.43

+3.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.67

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.94

0.09

+0.84

Drawdowns

FTXL vs. DBE - Drawdown Comparison

The maximum FTXL drawdown since its inception was -43.87%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for FTXL and DBE.


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Drawdown Indicators


FTXLDBEDifference

Max Drawdown

Largest peak-to-trough decline

-43.87%

-86.69%

+42.82%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-14.41%

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-41.57%

-23.89%

-17.68%

Max Drawdown (5Y)

Largest decline over 5 years

-43.87%

-38.74%

-5.13%

Max Drawdown (10Y)

Largest decline over 10 years

-60.84%

Current Drawdown

Current decline from peak

0.00%

-30.27%

+30.27%

Average Drawdown

Average peak-to-trough decline

-10.56%

-57.31%

+46.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

7.35%

-3.47%

Volatility

FTXL vs. DBE - Volatility Comparison

First Trust Nasdaq Semiconductor ETF (FTXL) has a higher volatility of 14.28% compared to Invesco DB Energy Fund (DBE) at 12.95%. This indicates that FTXL's price experiences larger fluctuations and is considered to be riskier than DBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTXLDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.28%

12.95%

+1.33%

Volatility (6M)

Calculated over the trailing 6-month period

28.98%

30.86%

-1.88%

Volatility (1Y)

Calculated over the trailing 1-year period

35.94%

34.97%

+0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.02%

29.39%

+6.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.25%

28.33%

+5.92%

FTXL vs. DBE - Expense Ratio Comparison

FTXL has a 0.60% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

FTXL vs. DBE - Dividend Comparison

FTXL's dividend yield for the trailing twelve months is around 0.12%, less than DBE's 2.10% yield.


PositionTTM2025202420232022202120202019201820172016
DBE
Invesco DB Energy Fund
2.10%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%0.00%0.00%
FTXL
First Trust Nasdaq Semiconductor ETF
0.12%0.28%0.54%0.60%0.89%0.25%0.48%0.92%0.71%0.47%0.12%

Frequently Asked Questions


FTXL and DBE have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FTXL has higher volatility (14.28%) compared to DBE (12.95%). In terms of maximum drawdown, FTXL dropped -43.87% vs DBE's -86.69%.

On 5-year performance, FTXL leads with 34.63% vs 19.66% for DBE. On fees, FTXL is cheaper at 0.60% per year. On volatility, DBE has been the lower-risk option at 12.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FTXL has performed better with a 34.63% return vs 19.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FTXL is cheaper with a 0.60% expense ratio, compared with 0.78% for DBE.

DBE has the higher dividend yield at 2.10%, compared with 0.12% for FTXL.

FTXL is categorized as Semiconductors, while DBE is Oil & Gas. FTXL tracks Nasdaq U.S. Smart Semiconductor Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: First Trust and Invesco. Their fees differ too: 0.60% for FTXL and 0.78% for DBE.

FTXL currently has the higher Sharpe Ratio (6.33 vs 2.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FTXL and DBE

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